JoAnne Feeney's Top Picks: October 7, 2022

Top picks from JoAnne Feeney, partner and portfolio manager, Advisors Capital Management

FOCUS: U.S. equities

MARKET OUTLOOK:

Economies are facing significant, coordinated, global risks (war, China’s zero-COVID policy, shortages, inflation, rates, energy) so volatility is not going away anytime soon because new data will disrupt expectations. But some of those risks are likely to abate over the next year; inflation, shortages and energy. The U.S. is still (and likely to remain) relatively healthy.